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58 results found

  1. Medical Questionaire

    6 votes

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    under review  ·  2 comments  ·  Protection  ·  Admin →
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  2. Deceased Option in Fact Find

    18 votes

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    planned  ·  2 comments  ·  Fact Find  ·  Admin →
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  3. Allow solicitor details to be editable by super users

    15 votes

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    under review  ·  0 comments  ·  General  ·  Admin →
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    Larissa Tait supported this idea  · 

  4. Managing Introducers

    12 votes

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    under review  ·  0 comments  ·  Introducers  ·  Admin →
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  5. Emails and notes fonts need to be consistent

    6 votes

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    planned  ·  1 comment  ·  Emails  ·  Admin →
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    Larissa Tait commented  · 

    Fonts need to be the same in notes and emails. The Inconsistency looks very unprofessional.

    Larissa Tait supported this idea  · 
    Larissa Tait shared this idea  · 

  6. Introducer changes when mortgage completes to being an adviser lead, would be helpful if it stayed the same as the first entry/ original int

    3 votes

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    under review  ·  1 comment  ·  Introducers  ·  Admin →
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  7. Increase character limit for the notes

    5 votes

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    under review  ·  0 comments  ·  Notes  ·  Admin →
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    Larissa Tait shared this idea  · 

  8. Ability to Split Client/Broker Fees

    23 votes

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    under review  ·  2 comments  ·  Fact Find » Fees  ·  Admin →
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    Larissa Tait commented  · 

    We need to have separate client and Adviser fees on the platform. This is simply because we may charged the client £499 for their fee and the adviser may get a certain amount from the policy, as commission, but this is not the whole proc fee.

  9. Protection reports

    5 votes

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    under review  ·  0 comments  ·  Protection  ·  Admin →
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    Larissa Tait shared this idea  · 

  10. Protection Reports

    3 votes

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    0 comments  ·  Protection  ·  Admin →
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    Larissa Tait shared this idea  · 

  11. Fact find - Gender

    5 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Larissa Tait supported this idea  · 
    Larissa Tait shared this idea  · 

  12. Client portal /portfolio of properties

    19 votes

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    1 comment  ·  Client Portal  ·  Admin →
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    Larissa Tait commented  · 

    Having the Remortgage date on the clients portfolio. As of now, it does not show when the remortgage expires.

    Larissa Tait supported this idea  · 
    Larissa Tait shared this idea  · 

  13. New Leads From QR Codes need to have a notification

    54 votes

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    planned  ·  7 comments  ·  Notifications  ·  Admin →
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    Larissa Tait commented  · 

    We need a email for when a lead comes across from an introducer so we can action asap!

    Larissa Tait shared this idea  · 

  14. Multiple FactFind Applicants

    128 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Larissa Tait commented  · 

    Being able to add in three applicants to a mortgage.

  15. Add option for Unencumbered properties

    31 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
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    Larissa Tait commented  · 

    As of now we have to put at least £1 in the mortgage amount outstanding and this disrupts figures.
    We can make notes on the case but these notes are not shown in the reporting or when submitted to the lender.

  16. Automatically move Employment details From Existing to History on Employment change

    37 votes

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    under review  ·  6 comments  ·  Fact Find » Income  ·  Admin →
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    Larissa Tait commented  · 

    The is a feature the key has and we think could be really beneficial, to not have to retype. So similar to how you can copy information across in the address history between clients FF, being able to copy current employment into employment history in a wee tick box would be really helpful.

  17. Prompt for 3 addresses in history

    30 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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  18. Estate Agent and Solicitor on Summary Screen

    46 votes

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    planned  ·  2 comments  ·  Fact Find » summary  ·  Admin →
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  19. Show solicitor practice address details

    17 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
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  20. UNABLE TO REACH CLIENT as an option for NPW

    25 votes

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    planned  ·  4 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Larissa Tait supported this idea  · 
2